SPDR S&P 500 ETF Trust
SPY- 交易所
- NYSE
- SEC CIK
- 0000884394
近 90 天，SPDR S&P 500 ETF Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 4,669 家機構在 13F 申報持有，市值合計 $4,483 億；索羅斯基金管理、吉維尼資本等 4 位大師持有。
2024 年第 4 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 4,242
- 較 2024 年第 3 季 +508 家
- 持有股數
- 5.87 億
- 較 2024 年第 3 季 +381.8 萬 (+0.7%)
- 總市值
- $3,425 億
- 較 2024 年第 3 季 +$174.5 億 (+5.4%)
- 新進機構
- 605
- 另有 1,671 家加碼
- 清倉機構
- 97
- 另有 1,470 家減碼
另有 73 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SPY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,669 | $4,483 億 |
| 2026 年第 1 季 | 4,600 | $3,569 億 |
| 2025 年第 4 季 | 4,646 | $3,747 億 |
| 2025 年第 3 季 | 4,264 | $3,577 億 |
| 2025 年第 2 季 | 4,245 | $3,430 億 |
| 2025 年第 1 季 | 4,189 | $3,136 億 |
| 2024 年第 4 季 | 4,242 | $3,425 億 |
| 2024 年第 3 季 | 3,807 | $3,285 億 |
| 2024 年第 2 季 | 3,766 | $2,996 億 |
| 2024 年第 1 季 | 3,705 | $3,042 億 |
| 2023 年第 4 季 | 3,694 | $2,951 億 |
| 2023 年第 3 季 | 3,329 | $2,309 億 |
| 2023 年第 2 季 | 3,310 | $2,491 億 |
| 2023 年第 1 季 | 3,268 | $2,148 億 |
| 2022 年第 4 季 | 3,310 | $2,078 億 |
| 2022 年第 3 季 | 3,059 | $2,009 億 |
| 2022 年第 2 季 | 3,099 | $2,073 億 |
| 2022 年第 1 季 | 3,144 | $2,588 億 |
| 2021 年第 4 季 | 3,182 | $2,909 億 |
| 2021 年第 3 季 | 2,758 | $2,454 億 |
| 2021 年第 2 季 | 2,744 | $2,313 億 |
| 2021 年第 1 季 | 2,734 | $2,250 億 |
2024 年第 4 季持有機構
每家機構持有 SPDR S&P 500 ETF Trust 的股數、市值與佔組合比重；股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mandatum Life Insurance Co Ltd | 2,885 | $169.1 萬 | 0.50% | 00.0% | 不變 |
| MA Private Wealth | 2,887 | $169.2 萬 | 0.32% | 00.0% | 不變 |
| Triton Wealth Management, PLLC | 2,863 | $169.3 萬 | 0.87% | +14+0.5% | 加碼 |
| Claret Asset Management Corp | 2,893 | $169.6 萬 | 0.27% | −383−11.7% | 減碼 |
| Private Capital Advisors, Inc. | 2,898 | $169.8 萬 | 0.20% | +12+0.4% | 加碼 |
| Birch Hill Investment Advisors LLC | 2,902 | $170.1 萬 | 0.08% | +18+0.6% | 加碼 |
| Beta Wealth Group, Inc. | 2,904 | $170.2 萬 | 0.75% | −55−1.9% | 減碼 |
| CapWealth Advisors, LLC | 2,905 | $170.3 萬 | 0.19% | −20−0.7% | 減碼 |
| Consilium Wealth Advisory, LLC | 2,905 | $170.3 萬 | 0.81% | −5−0.2% | 減碼 |
| Cowa, LLC | 2,909 | $170.5 萬 | 0.79% | −189−6.1% | 減碼 |
| Exchange Bank | 2,921 | $171.2 萬 | 1.38% | −20−0.7% | 減碼 |
| Ami Asset Management Corp | 2,924 | $171.4 萬 | 0.09% | +7+0.2% | 加碼 |
| Chemistry Wealth Management LLC | 2,926 | $171.5 萬 | 0.40% | −31−1.0% | 減碼 |
| Sentry Investment Management LLC | 2,926 | $171.5 萬 | 0.82% | −2,081−41.6% | 減碼 |
| Lumbard & Kellner, LLC | 2,932 | $171.8 萬 | 0.74% | 00.0% | 不變 |
| DSG Capital Advisors, LLC | 2,933 | $171.9 萬 | 0.31% | +2,933 | 新進 |
| Wallace Capital Management Inc. | 2,938 | $172.2 萬 | 0.24% | +120+4.3% | 加碼 |
| Disciplined Investors, L.L.C. | 2,962 | $172.2 萬 | 1.66% | +2,962 | 新進 |
| Register Financial Advisors LLC | 2,939 | $172.2 萬 | 0.86% | +66+2.3% | 加碼 |
| Meeder Advisory Services, Inc. | 2,952 | $173.0 萬 | 0.11% | −64−2.1% | 減碼 |
| Clean Yield Group | 2,953 | $173.1 萬 | 0.55% | −108−3.5% | 減碼 |
| Meridian Financial, LLC | 2,955 | $173.2 萬 | 1.20% | −49−1.6% | 減碼 |
| Newton One Investments LLC | 2,957 | $173.3 萬 | 0.67% | +76+2.6% | 加碼 |
| Coyle Financial Counsel LLC | 2,976 | $174.4 萬 | 0.55% | −633−17.5% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 2,981 | $174.7 萬 | 0.64% | +49+1.7% | 加碼 |
| Grant/GrossMendelsohn, LLC | 2,984 | $174.9 萬 | 0.91% | +370+14.2% | 加碼 |
| Investment Advisory Services Inc | 2,986 | $175.0 萬 | 0.62% | 00.0% | 不變 |
| Caxton Associates LP | 2,989 | $175.2 萬 | 0.06% | +2,989 | 新進 |
| Beaton Management Co. Inc. | 2,989 | $175.2 萬 | 0.90% | +240+8.7% | 加碼 |
| Taylor Financial Group, Inc. | 2,992 | $175.4 萬 | 1.21% | 00.0% | 不變 |
| Ayrshire Capital Management LLC | 2,992 | $175.4 萬 | 0.86% | −52−1.7% | 減碼 |
| Mosley Wealth Management | 2,916 | $175.5 萬 | 1.09% | +216+8.0% | 加碼 |
| Michael B. Yongue | 2,995 | $175.5 萬 | 1.39% | −9−0.3% | 減碼 |
| Greystone Financial Group, LLC | 2,996 | $175.6 萬 | 0.31% | +3+0.1% | 加碼 |
| Nordwand Advisors, LLC | 3,000 | $175.8 萬 | 0.72% | 00.0% | 不變 |
| Gruss & Co., LLC | 3,000 | $175.8 萬 | 7.51% | +3,000 | 新進 |
| Claris Financial LLC | 3,006 | $176.2 萬 | 1.16% | +3,006 | 新進 |
| Forte Capital LLC | 3,008 | $176.3 萬 | 0.20% | +269+9.8% | 加碼 |
| Old Mission Investment Co LLC | 3,008 | $176.3 萬 | 0.52% | +398+15.2% | 加碼 |
| Atom Investors LP | 3,010 | $176.4 萬 | 0.22% | −12,338−80.4% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 3,010 | $176.4 萬 | 0.60% | +29+1.0% | 加碼 |
| Mattern Capital Management, LLC | 3,025 | $177.3 萬 | 0.23% | +25+0.8% | 加碼 |
| Exchange Capital Management, Inc. | 3,028 | $177.5 萬 | 0.28% | −65−2.1% | 減碼 |
| Wealth Group Ltd | 3,029 | $177.5 萬 | 0.51% | 00.0% | 不變 |
| Chicago Wealth Management, Inc. | 3,032 | $177.7 萬 | 0.92% | +1,478+95.1% | 加碼 |
| TFC Financial Management | 3,032 | $177.7 萬 | 0.28% | +4+0.1% | 加碼 |
| Capital Investment Counsel, LLC | 3,033 | $177.7 萬 | 0.30% | +282+10.3% | 加碼 |
| Wolff Wiese Magana LLC | 3,042 | $178.3 萬 | 1.18% | +78+2.6% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 3,057 | $179.2 萬 | 0.20% | +391+14.7% | 加碼 |
| TrueWealth Financial Partners | 3,059 | $179.3 萬 | 1.11% | 00.0% | 不變 |
| Prosperity Financial Group, Inc. | 3,074 | $180.2 萬 | 0.90% | +263+9.4% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,044 | $180.2 萬 | 0.74% | +721+31.0% | 加碼 |
| Delta Asset Management LLC | 3,078 | $180.4 萬 | 0.16% | −928−23.2% | 減碼 |
| CFS Investment Advisory Services, LLC | 3,079 | $180.5 萬 | 0.16% | 00.0% | 不變 |
| TigerOak Management, L.L.C. | 3,081 | $180.6 萬 | 0.66% | +3,081 | 新進 |
| Summit X, LLC | 3,093 | $181.3 萬 | 0.40% | +85+2.8% | 加碼 |
| Westbourne Investment Advisors, Inc. | 3,094 | $181.3 萬 | 0.62% | +262+9.3% | 加碼 |
| Powell Investment Advisors, LLC | 3,086 | $181.5 萬 | 0.84% | −73−2.3% | 減碼 |
| Integrity Wealth Solutions LLC | 3,098 | $182.2 萬 | 1.02% | +214+7.4% | 加碼 |
| Robinson Value Management, Ltd. | 3,110 | $182.3 萬 | 1.20% | −323−9.4% | 減碼 |
| Peninsula Asset Management Inc | 3,115 | $182.6 萬 | 0.97% | +50+1.6% | 加碼 |
| First PREMIER Bank | 3,119 | $182.8 萬 | 0.47% | 00.0% | 不變 |
| Midwest Financial Network, LLC | 3,122 | $183.0 萬 | 1.90% | +3,122 | 新進 |
| Vestor Capital, LLC | 3,145 | $184.3 萬 | 0.14% | +85+2.8% | 加碼 |
| Widmann Financial Services, Inc. | 3,147 | $184.4 萬 | 1.43% | −74−2.3% | 減碼 |
| Navellier & Associates Inc | 3,147 | $184.4 萬 | 0.22% | +250+8.6% | 加碼 |
| Hanson & Doremus Investment Management | 3,149 | $184.6 萬 | 0.29% | +4+0.1% | 加碼 |
| Community Financial Services Group, LLC | 3,166 | $185.6 萬 | 0.37% | −938−22.9% | 減碼 |
| Shaker Investments LLC | 3,169 | $185.7 萬 | 0.78% | −22−0.7% | 減碼 |
| Fermata Advisors, LLC | 3,177 | $186.2 萬 | 0.35% | +394+14.2% | 加碼 |
| FSM Wealth Advisors, LLC | 3,155 | $186.7 萬 | 0.46% | +761+31.8% | 加碼 |
| WMG Financial Advisors, LLC | 3,187 | $186.8 萬 | 0.80% | −17−0.5% | 減碼 |
| Aire Advisors, LLC | 3,195 | $187.3 萬 | 0.39% | +524+19.6% | 加碼 |
| Edgar Lomax Co | 3,202 | $187.7 萬 | 0.12% | −166−4.9% | 減碼 |
| Wambolt & Associates, LLC | 3,202 | $187.7 萬 | 0.60% | −73−2.2% | 減碼 |
| Sym Financial Corp | 3,202 | $187.7 萬 | 0.24% | +744+30.3% | 加碼 |
| Rinkey Investments | 3,207 | $188.0 萬 | 0.60% | +154+5.0% | 加碼 |
| FourThought Financial Partners, LLC | 3,208 | $188.1 萬 | 0.20% | +13+0.4% | 加碼 |
| Randolph Co Inc | 3,210 | $188.1 萬 | 0.21% | 00.0% | 不變 |
| Seros Financial, LLC | 3,457 | $188.1 萬 | 1.69% | +3,457 | 新進 |
| Elevatus Welath Management | 3,216 | $188.5 萬 | 0.64% | +617+23.7% | 加碼 |
| Oarsman Capital, Inc. | 3,217 | $188.6 萬 | 0.33% | +236+7.9% | 加碼 |
| Centurion Wealth Management LLC | 3,217 | $188.6 萬 | 0.59% | −8−0.2% | 減碼 |
| Violich Capital Management, Inc. | 3,220 | $188.7 萬 | 0.25% | +67+2.1% | 加碼 |
| Financial Life Planners | 3,228 | $189.2 萬 | 1.59% | +3,228 | 新進 |
| Aventura Private Wealth, LLC | 3,229 | $189.2 萬 | 1.02% | +3,229 | 新進 |
| Geneva Partners, LLC | 3,242 | $190.0 萬 | 0.77% | +2+0.1% | 加碼 |
| Curbstone Financial Management Corp | 3,243 | $190.1 萬 | 0.40% | −84−2.5% | 減碼 |
| Mainstream Capital Management LLC | 3,251 | $190.5 萬 | 1.34% | −220−6.3% | 減碼 |
| Interchange Capital Partners, LLC | 3,251 | $190.5 萬 | 0.69% | −675−17.2% | 減碼 |
| Financial Security Advisor, Inc. | 3,242 | $190.6 萬 | 0.48% | −94−2.8% | 減碼 |
| Naviter Wealth, LLC | 3,245 | $190.8 萬 | 0.23% | −80−2.4% | 減碼 |
| Johnson Financial Group, LLC | 3,263 | $191.2 萬 | 0.22% | −250−7.1% | 減碼 |
| Chickasaw Capital Management LLC | 3,265 | $191.4 萬 | 0.08% | +211+6.9% | 加碼 |
| Charles Schwab Trust Co | 3,269 | $191.6 萬 | 0.16% | +1,228+60.2% | 加碼 |
| Bellwether Advisors, LLC | 3,271 | $191.7 萬 | 0.34% | −36,432−91.8% | 減碼 |
| Sabby Management, LLC | 3,280 | $192.2 萬 | 15.65% | +3,280 | 新進 |
| 360 Financial, Inc. | 3,284 | $192.5 萬 | 0.70% | −117−3.4% | 減碼 |
| Seeds Investor LLC | 3,291 | $192.9 萬 | 0.55% | +800+32.1% | 加碼 |
| Summit Asset Management, LLC | 3,291 | $192.9 萬 | 0.34% | −96−2.8% | 減碼 |